Terms & Conditions

Upleveled Strategies, LLC ("Company," "we," "us")

These Terms and Conditions govern any Order Form, invoice, or service agreement ("Order") executed between Client and the Company — including any agreement presented and accepted through the Company's checkout process. By signing an Order, submitting payment, or otherwise engaging the Company's services, Client agrees to be bound by these Terms and Conditions in full.

1. Authorization to Charge
By submitting an Order, Client authorizes the Company to charge the payment method provided in exchange for access to the Company's software platform and/or the professional services described in Client's Order. Client understands charges will appear as originating from Upleveled Strategies, LLC.

2. Relationship to Your Order
Client's specific engagement — including services purchased, pricing, billing frequency, and initial term — is set out in a separate Order presented at checkout and/or signed directly with the Company (the "Order"). The Order and these Terms and Conditions together form the complete agreement between Client and the Company; each incorporates the other by reference.

Where the Order specifies deal-specific terms (price, services, term length, deliverables, performance benchmarks), those terms control. Where the Order is silent, these Terms and Conditions control. These Terms and Conditions govern all matters common to every Client relationship — including payment mechanics, licensing, termination, and waivers — regardless of what is purchased, and are not restated in the Order.

3. Acceptance
Client's signature, payment, or continued use of the Company's services and software constitutes acceptance of these Terms and Conditions, along with the Company's Privacy Policy and Refund Policy, each incorporated herein by reference. Software access is licensed to a single named user per subscription and may not be shared, transferred, or sublicensed without the Company's prior written consent.

4. Scope of Services
The Company provides access to its software platform through tiered subscription plans (Starter Plan, Professional Plan, and Elite Plan), and separately offers a Digital Ministry content service line, available in tiered packages. Each plan or package is a standalone purchase. The specific features, tools, and deliverables included are as presented and agreed to on the Company's purchase page at the time of purchase, and are set out in Client's Order. Client's receipt of these deliverables is understood and accepted upon purchase; no feature, deliverable, or service not included in the purchased plan or package should be assumed.

Upgrades and downgrades. Once Client's initial term has been fulfilled — for monthly billing plans, following the twelve (12) month initial term; for annual billing plans, at each annual renewal — Client may upgrade or downgrade their plan or package. Upon a change in plan, Client will gain or lose features and deliverables consistent with the newly selected plan, as presented on the Company's purchase page at the time of the change. It is Client's responsibility to review and understand the features and deliverables included in the new plan prior to confirming an upgrade or downgrade.

Support and Training. In delivering the Services, the Company engages a contracted third-party provider to deliver 24/7 live chat and email support, per-user onboarding to help Client's team understand the applications and features available under Client's Order, and weekly live and video-based trainings to support Client's ongoing use of their account. All contracted service providers are expected to adhere to the Company's standards of professional conduct and are bound by confidentiality obligations consistent with Section 9 of these Terms and Conditions. The Company remains responsible for the performance of Services delivered through its contracted service providers.

Certain add-on features — including, without limitation, phone number provisioning, SMS/text messaging, and other usage-based tools — carry additional fees billed based on usage and are not included in the base subscription fee, as further described in Section 5.

The Company will perform the services described in Client's Order diligently and in a professional manner consistent with industry standards. Any performance benchmark, guarantee, or minimum deliverable threshold (for example, a stated monthly lead volume, sermon clip count, clip turnaround time, or a service go-live date) applies only if, and exactly as, stated in Client's Order. No such benchmark should be assumed where the Order does not state one.

Additional Services. Services requested by Client beyond what is defined in Client's Order — including additional deliverable volume, custom work, or support beyond the scope described above — require an estimate provided by the Company, Client's acceptance of that estimate, and a written addendum to this Agreement reflecting the scope and fee, signed by both Client and an authorized signatory of the Company, prior to the commencement of such work.

4A. Platform Disclosure and Security
Client acknowledges that the Company's software platform access is built upon and hosted by GoHighLevel (HighLevel, Inc.), a third-party SaaS provider. Client's account is self-managed by Client. Client's access, and any account management, strategy support, or dedicated-contact features, are limited to what was included in Client's standalone plan or package purchase, as set out in Client's Order. The Company does not provide account management, maintenance, or strategy support beyond what is included in Client's Order unless Client has separately and explicitly engaged the Company to do so via the estimate and signed addendum process described in Section 4. The Company does not own, control, or independently host the underlying platform infrastructure.

Beyond the platform. A Client engaging the Company receives more than standalone access to GoHighLevel obtained directly from HighLevel, Inc. The Company's engagement includes the contracted third-party support and training resources described in Section 4, and the business knowledge, strategy insight, and account support of the Company's own team — none of which are available to a customer who licenses the GoHighLevel platform directly and independently of the Company.

Company security practices. Independent of the underlying platform, the Company limits internal access to Client accounts to personnel and contractors who require it to perform their role, requires strong passwords and multi-factor authentication for such access, and does not copy, export, or store Client Data outside of the GoHighLevel platform for its own internal purposes.

Platform-level security. Except as otherwise expressly stated in this Agreement, the Company makes no additional representations, warranties, or commitments — including without limitation any liability cap, indemnification obligation, service-level agreement (SLA), or security certification or standard — beyond those provided directly by GoHighLevel as the underlying platform provider. Security measures, data encryption, breach detection, and infrastructure uptime are governed by GoHighLevel's own security practices, available at HighLevel's published Terms of Service and Security documentation. This section does not limit the Company's confidentiality obligations under Section 9.

5. Payment
Billing structure. Client selects either a monthly billing plan or an annual billing plan, as set out in Client's Order. Monthly billing plans carry an initial term of twelve (12) months, after which service continues on a month-to-month basis at the then-current rate, consistent with this Section. Annual billing plans are billed annually in advance at a discounted rate equivalent to two (2) months free as compared to the cumulative monthly rate, and renew automatically on an annual basis unless either party provides written notice of non-renewal consistent with Section 6.

Pricing changes. The Company's plan pricing may be adjusted over time, including to account for inflation or increased operating costs. However, the Company will not change the billing rate applied to an existing Client's active subscription without first providing Client an estimate of the new rate and obtaining Client's acceptance, followed by a written addendum to this Agreement reflecting the new rate, signed by both Client and an authorized signatory of the Company. No pricing change to an existing Client's subscription is effective until that signed addendum is in place.

Additional services invoicing. Following execution of the signed addendum described in Section 4, additional services require a down payment, invoiced to Client, prior to the commencement of work. The down payment amount, remaining balance, and payment schedule will be set out in the signed addendum and may vary by project. Any remaining balance is due upon completion of the project, invoiced to Client at that time, and final deliverables will be released upon receipt of final payment. Down payments and any resulting balances are subject to the same authorization to charge described in Section 1, and the same grace period and late fee terms described below. The Company commits to completing the project as outlined in the signed addendum. The down payment is non-refundable once work has commenced and covers work performed to date; if Client cancels or fails to cooperate as needed to continue the engagement, any unperformed portion of the down payment is forfeited. If the Company fails to deliver the project as outlined in the signed addendum, Client is entitled to a refund of the portion of the down payment attributable to work not yet performed.

Third-party costs. Where Client's Order includes paid advertising, hosting, or other third-party costs, those costs are separate from and in addition to the Company's fees, are specified in the Order, and are paid directly to the applicable third-party provider — not to the Company.

Late payment. The Company provides a 3-day grace period before applying a $50 late fee for services rndered in a given billing period. If payment remains outstanding 10 days past the due date, the balance may be referred to collections.

6. Termination
Either party may terminate this Agreement upon 30 days' written notice to the other party, sent to the Company's designated email (or to Client's contact information on file, if the Company is the terminating party). Client remains responsible for all subscription fees through the end of the 30-day notice period, with no proration. If notice is received within 29 days of the next billing cycle, the following billing cycle's fee will still be charged.

Client waives any right to a refund or chargeback for services already rendered as of the termination date, except as expressly permitted under the Company's Refund Policy. This waiver does not apply to fees for services not yet rendered, or to disputes arising from the Company's material breach of these Terms and Conditions.

7. Refunds
Refunds are governed by the Company's Refund Policy, published separately and incorporated into these Terms and Conditions by reference.

8. Intellectual Property
Any CSS or JavaScript coding, customizations, or related intellectual property installed or created by the Company as part of a Client's engagement remains the sole property of the Company. Such intellectual property may not be altered, modified, copied, or transferred to another agency without the Company's express written consent. The Company retains all other rights, title, and interest in and to intellectual property developed in the course of providing the Services.

8A. Client Data Ownership
Client retains all right, title, and interest in and to Data Client submits, uploads, or generates through use of the Services — including without limitation contact and lead records, customer records, training history, sign-ups, and form completions ("Client Data"). This ownership is distinct from, and unaffected by, the Company's ownership of platform customizations, coding, and related intellectual property described in Section 8.

Upon Client's written request, the Company will provide a reasonably complete export of Client Data in a commonly usable format, subject to the export capabilities of the underlying GoHighLevel platform described in Section 4A. The Company will use commercially reasonable efforts to fulfill export requests within 10 business days of receipt. This right applies both during the engagement and in connection with termination under Section 6.

In addition to the export process described above, Client may access, upload, and export their own Data at any time using the self-service tools available within the platform, subject to the platform's standard functionality and any applicable usage limits.

9. Confidentiality
Both parties agree to keep confidential any proprietary or sensitive information disclosed during the course of the Client relationship, including without limitation: information related to Client and Client's own customers; information related to Client's services, pricing, processes, systems, or lead generation techniques; and information related to the Company's services, pricing, processes, systems, or lead generation techniques that is not already publicly known. The Company's handling of Client and Client's customer information is further described in the Company's Privacy Policy.

10. No Recruitment
Both parties agree not to solicit, recruit, or attempt to hire employees, contractors, or remote workers of the other party, and neither party shall attempt to obtain personal contact information, including social media accounts, of any such personnel, during the course of the Client relationship.

11. Governing Law and Venue
These Terms and Conditions, Client's Order, and any dispute arising out of or relating to either, are governed by the laws of the State of Missouri, without regard to its conflict-of-laws principles. Client agrees that any action or proceeding arising out of or relating to this Agreement shall be brought exclusively in the state or federal courts located in St. Charles County, Missouri, and Client consents to the personal jurisdiction of such courts.

12. Certification
By accepting these Terms and Conditions, Client certifies that they are an authorized user of the payment method provided, and that they have read, understood, and agree to be bound by these Terms and Conditions and by the Client's Order.

This Policy is effective as of May 1, 2023. Last Updated September 17, 2026